Business Services firm offering the full suite of financial services.Responsibilities Tax planning Financial accounts and tax returns for all entity types Business advisory including group structures Business valuations Dividend planning for entities with private equity investors Tax advisory on small business concessions Client management FBT ReturnsAchievements Ensuring a smooth transition from iFirm to Xero Financial Reporting including staff training Completing automated Fixed Asset Tax Update for major client Providing advice on small business concessions for major client Creating integrated tax and profit forecast model for major client

Business Services firm offering the full suite of financial services.Responsibilities Tax planning for clients with complex group structures Assessing clients Division 7A exposure and calculating minimum repayments Forecasting compliance related cash outflows

Business Services firm offering the full suite of financial services.Responsibilities Tax planning for clients with complex group structures Assessing clients Division 7A exposure and calculating minimum repayments Liaising with international advisors on client matters Reviewing work prepared by a consultant and a junior accountant Forecasting compliance related cash outflows Training external bookkeepers Assisting clients with process improvement for internal finance teamsAchievements Excellent client feedback provided to managing director on all clients I have dealt with

Business Services firm offering accounting, taxation, financial planning and business advisory services.Responsibilities Financial accounts for all entity types Tax returns for all entity types Tax reconciliations Tax planning Business advisory on all aspects of small business including marketing and human recourses FBT Add backs Consultation with ATO on client matters Meeting clients quarterly GST requirements Cash flow forecasting Assistance with firm’s internal business planning Corporate secretarial compliance Client meetings Tax research Ad-hoc tax advice on tax matters effecting small and medium business Trustee resolutions Corporate secretarial dutiesAchievements Implementation of electronic workpapers Assistance with developing internal SMSF accounting procedures Acquisition of new clients through work with existing clients

Spirit Telecom is Australia’s most exiting Telco, having won Australia’s fastest ISP and operating its own network within the Telco space.Responsibilities Completion and management of month end reporting including consolidation Commercial partnering to achieve financial outcomes Oversight of financial integration of acquired businesses Completion of statutory reporting ASIC reporting Development and implementation of financial policies within the organisation  BAS lodgement/FBT Lodgement Staff Mentoring Management Reporting Managing accounts payable and accounts receivable, including credit control Liaising with external finance consultants Communicating financial objectives to internal stakeholders Organising Insurance Financial Modelling Communicate results and suggest initiatives to improve profitability Supplier managementAchievements Completed pre-acquisition value analysis for World Without Wires acquisition Completed banking submissions required for the acquisition of World Without Wires Assisted with accounting for Spirit Telecom acquisition of Phone Names Migrated Phone Names Accounting package and server to Spirit Telecom Completed working capital adjustment calculation post purchase of Phone Names Brought all BAS’ compliance in house Brought FBT compliance in house Migrated accounts payable function to Manilla Migrated accounts receivable function to Manilla Completed month end reporting in a shorter timeframe with increased accuracy Improved the finance teams status within the oranisation

Responsibilities WIP Analysis Job-cost invoicing USD Bank Reconciliations Bank reconciliationsYear-end audit requirementsRevenue reconciliationsContractor/Timesheet AnalysisBAS lodgementManagement Reporting

Responsibilities Compiling debt drawdown paperwork for bank submissionsLiaising with Quantity Surveyors ensuring quantities reconcile to budget Updating budgets on consultation with developments managersCash flow management Bank reconciliationsYear-end financialsReviewing construction contract estimates against budgeted figures

ResponsibilitiesMonth end reconciliationsVariance analysisStakeholder managementQuarterly GST compliance activitiesCreating specialised spreadsheet solutionsEditing SQL queries in Excel Revenue Accounting/BillingFixed asset register maintenanceGeneral treasury duties/Cash flow report MaintenanceIntercompany Accounting, ensuring that the many companies loan balance within the M2 group Assisting with Yearly and half yearly Audits Systems support Analysis and update of budgets Hire purchase reconciliations AchievementsAssisted with accounting for M2 Group purchase of DodoAccounted for fixed asset sales from Dodo to M2 GroupSet up of retail kiosk charts of accountsCreated data upload template for new retail kiosksIncreased automation of bank reconciliation proceduresIncreased automation of prepayment and fixed asset schedulesImproved processes in accounting for revenue and costs within many entities that formed part of the groupAssisted in M2 Group migration of accounting software from MYOB to Pronto Reduced month end processing for several entities from 15 days to 4 daysBalanced a large number of intercompany accounts, trained staff on interim measures to ensure that intercompany accounts balanced and liaised with software support providers on the automation of intercompany accounting within the groupLiaised with marketing managers to ensure accruals within one of the groups major expenditures were accurate and received in a timely manner through the use of technology

ResponsibilitiesBookkeepingBanking Cash ManagementStaff ManagementAccounts PayableAccounts Receivable

ResponsibilitiesFinancial Accounts for all entity typesTax Returns for all entity typesMeeting Clients Quarterly GST RequirementsCorporate secretarial complianceClient Meetings Ad-hoc tax advice on tax matters effecting small and medium businessCreating spreadsheets to assist clients in recording or processing information